Pension — Separate Account Liability Cash Surrender Value Amount
Principal Financial Group Pension — Separate Account Liability Cash Surrender Value Amount decreased by 3.3% to 4010210000000.0% in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 15.7%, from 3465850000000.0% to 4010210000000.0%. Over 2 years (FY 2023 to FY 2025), Pension — Separate Account Liability Cash Surrender Value Amount shows an upward trend with a 5.1% CAGR. This is a positive signal — lower values indicate better performance for this metric.
Analysis
How to read this metric
Higher values indicate a larger potential for immediate outflows, which is a critical metric for liquidity management and risk assessment.
Detailed definition
This represents the total cash value that policyholders are entitled to receive if they were to terminate their separate...
Peer comparison
Comparable to cash surrender values reported by life insurance companies for annuity and pension products.
pfg_segment_pension_separate_account_liability_cash_surrender_value_amountHistorical Data
| Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | 3,331,670,000,000% | 3,538,580,000,000% | 3,528,420,000,000% | 3,168,080,000,000% | 3,458,060,000,000% | 3,241,070,000,000% | 3,284,970,000,000% | 3,689,740,000,000% | 3,280,220,000,000% | 3,465,850,000,000% | 3,695,030,000,000% | 3,830,060,000,000% | 4,145,050,000,000% | 4,010,210,000,000% |
| QoQ Change | — | +6.2% | -0.3% | -10.2% | +9.2% | -6.3% | +1.4% | +12.3% | -11.1% | +5.7% | +6.6% | +3.7% | +8.2% | -3.3% |
| YoY Change | — | — | — | — | +3.8% | -8.4% | -6.9% | +16.5% | -5.1% | +6.9% | +12.5% | +3.8% | +26.4% | +15.7% |
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Frequently Asked Questions
- What is Principal Financial Group's pension — separate account liability cash surrender value amount?
- Principal Financial Group (PFG) reported pension — separate account liability cash surrender value amount of 4010210000000.0% in Q1 2026.
- How has Principal Financial Group's pension — separate account liability cash surrender value amount changed year-over-year?
- Principal Financial Group's pension — separate account liability cash surrender value amount increased by 15.7% year-over-year, from 3465850000000.0% to 4010210000000.0%.
- What is the long-term trend for Principal Financial Group's pension — separate account liability cash surrender value amount?
- Over 2 years (2023 to 2025), Principal Financial Group's pension — separate account liability cash surrender value amount has grown at a 5.1% compound annual growth rate (CAGR), from 13693140000000.0% to 15135990000000.0%.
- What does pension — separate account liability cash surrender value amount mean?
- The total amount of cash that could be withdrawn by clients if they surrendered their pension accounts today.